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Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
426
Bruce G. Allen Investments
Colorado
$1.04K – – –
NWM
427
Navigoe Wealth Management
California
$1K – – –
Vanguard National Trust
428
Vanguard National Trust
Pennsylvania
$927 +$1.06K +17 New
CA
429
Clearstead Advisors
Ohio
$818 -$10.5K -168 -92%
EAM
430
Eukles Asset Management
Ohio
$818 -$1.44K -23 -61%
CCWM
431
Cassaday & Co Wealth Management
Virginia
$763 +$877 +14 New
CFM
432
Cornerstone Financial Management
Massachusetts
$654 – – –
GFA
433
Godfrey Financial Associates
New York
$654 – – –
FFA
434
Frazier Financial Advisors
Ohio
$654 +$752 +12 New
DF
435
Dunhill Financial
United Kingdom
$597 +$564 +9 +900%
CPG
436
Cornerstone Planning Group
New Jersey
$542 +$63 +1 +13%
FP
437
Financial Perspectives
Minnesota
$527 – – –
TC
438
Trust Company
Kansas
$491 – – –
TFM
439
TFC Financial Management
Massachusetts
$491 +$564 +9 New
DPW
440
DiNuzzo Private Wealth
Pennsylvania
$436 -$251 -4 -33%
BHWM
441
Bay Harbor Wealth Management
Maryland
$436 +$63 +1 +14%
SIC
442
SJS Investment Consulting
Ohio
$382 -$2.07K -33 -83%
BWA
443
Basecamp Wealth Advisors
Washington
$382 -$438 -7 -50%
RWM
444
Raffa Wealth Management
District of Columbia
$382 – – –
HIA
445
HFM Investment Advisors
New Jersey
$109 -$125 -2 -50%
CW
446
Curio Wealth
Maryland
$55 +$63 +1 New
GWSA
447
Global Wealth Strategies & Associates
Colorado
$37 – – –
Fuller & Thaler Asset Management
448
Fuller & Thaler Asset Management
California
– -$81.4M -1,287,704 Closed
Two Sigma Advisers
449
Two Sigma Advisers
New York
– -$29.6M -467,200 Closed
SHCM
450
Silver Heights Capital Management
Ontario, Canada
– -$13.3M -210,272 Closed